Andrea
Hargette

Fifth Third Securities, Inc

CRD#6992487
Investment Advisor
in Matthews, NC

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About this Advisor

Andrea Hargette is a financial advisor who works out of Matthews, North Carolina who has 5 years of industry experience. Hargette is an advisor for Fifth Third Securities, Inc. Their career trajectory has included roles at Fifth Third Bank and Fifth Third Securities. Hargette has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Fifth Third Securities, Inc is a company operating out of Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 employees. It handles $7 billion in assets under management between its 41,519 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 41,519 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees are based on which services are offered. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1818 Matthews Township Pkwy
Matthews, NC 28105

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

NC Average: $2,106,341,625
Total Number of Employees

1,205

NC Average: 34
Total Number of Accounts

41,519

NC Average: 1,972
Average Account Size

$176,089

NC Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Andrea Hargette Work History

Andrea has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Fifth Third Securities

2008 - Present (16 years)

Fifth Third Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrea Hargette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Securities, Inc

Thomas Matug
Joliet, IL
Paul Wagner
Cape Coral, FL
Cynthia Walters
Evergreen Park, IL
Jacob Sommerkamp
West Chester, OH
Michael King
Cincinnati, OH
Emily Bellamy
Lexington, KY
Jonathan Dinsmore
Cincinnati, OH
Robert Allen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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